Banking
Keeping things in order is very important, @DCrane62. I have some thoughts and ideas about how the attachment name appears differently on the invoice.
What you typed in to save the file will determine the name of the attachment once you upload it to QuickBooks Online. It should be taken off the invoice, then renamed. This makes it possible for the correct file name to appear.
Here's how to delete the attachment from the invoice:
- Open the Sales menu.
- Select Invoices.
- Locate the invoice where the attachment is downloaded to then open it.
- Navigate to the Attachment area.
- Click on the X icon beside the attachment.
- Once done, click on Save.
After that, you can simply reupload the file.
Additionally, I'd also recommend performing some basic troubleshooting steps to check if you're currently experiencing a browser-related issue. Start by logging in to your QBO company using an incognito window. Use these shortcut keys to open it:
- Google Chrome: Ctrl + Shift + N
- Mozilla Firefox: Ctrl + Shift + P
- Safari: Command + Option + P
If this works, then you'll have to clear your regular browser cache. This resolves any unusual browser behavior moving forward. This also deletes stored cache that's stored for a long period of time.
If not, use another compatible browser.
I'll also include these links for more information on how to personalize invoices and other sales forms and handle payments in QBO.
- Customize invoices, estimates, and sales receipts in QuickBooks Online
- Record invoice payments in QuickBooks Online
Keep in touch if you need anything else with invoices or QuickBooks. It's my pleasure to be of help always. Take the best care!
